Welcome to Onvestor
Allow us to introduce ourselves.
In case you've not heard of Onvestor before, here's a little bit more about who we are, why we exist and why we think we might be the best-suited financial advice firm for you.
Financial advice from a human being
A proper conversation about what matters to you most.
Firstly, we'd like to introduce ourselves as a proper, real-life financial advice firm. We're not robots, and whilst we use computer systems to make ourselves more efficient and reduce our costs, to be frank we just don't trust them to work out the best options for you to take; computers are great at answers which are black and white, but we recognise that most people’s lives aren't like that.
That's why we value human-to-human interactions, and believe that is the best way for our clients to improve their financial situation.
We’re a firm of qualified financial advisers and paraplanners fully authorised and regulated by the Financial Conduct Authority. We live and breathe all things financial, but importantly are as interested in our clients’ lives as we are in financial products and services.
We’re based in London and Brentwood in Essex, but work nationwide. All our client contact is by phone, video call or email – much more efficient than face-to-face meetings, but no less personal (although you are always welcome to visit one of our offices by appointment if you would like to!)
Here for a reason
Others might not serve you. We will.
Onvestor was created in response to the huge 'advice gap' that exists in the industry today. The problem is that traditional financial advisers (like you might find on your High Street) usually can only make a decent profit from clients with rather more money than most. With the result being that only about 10% of the population currently end up speaking to a financial adviser about their finances*.
We believe in the value of getting real advice from a professional, so we plan to make getting financial advice easier and more accessible to more people – and ultimately more rewarding.
Our service is completely centred around the customer and their needs, and begins with a completely free financial review to show what we are capable of.
Despite their best intentions, most other advisers aren't able to provide the service that every client wants and deserves – they simply can’t deliver what’s needed at the right price and scale.
We work with advisers to help them fix this problem, taking the clients they are unable to look after and providing a high-quality service so that everyone wins.
Perhaps you have been referred from such a caring firm trying to ensure every one of their clients gets the service they need. If so, welcome – we will make sure we don’t disappoint you.
*Aegon, Tuesday, 22 May 2018
Meet the team
A few of the key people at Onvestor
A qualified lawyer and accountant who has held many senior positions in the insurance and asset management industries. Now runs an M&A advisory firm in the financial advice marketplace.
A software engineer by background who moved via securitisation into the world of financial advice. The company’s founder who leads in particular the design and development of all technology.
A graduate engineer who ended up running marketing globally in 3 of the world’s biggest financial institutions prior to successfully launching 3 start-up fintech businesses.
The operations supremo, with a background in computing and extensive experience of making technology work in real-life situations.
Head of Advice
Michael’s brother, and a qualified financial adviser who runs the advice function. Previously a property fund manager.